HM Payson & Co’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.91M | Sell |
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|
2025
Q2 | $3.56M | Sell |
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|
2025
Q1 | $3.32M | Sell |
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|
2024
Q4 | $4.48M | Sell |
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|
2024
Q3 | $4.37M | Buy |
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|
2024
Q2 | $3.96M | Sell |
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|
2024
Q1 | $3.59M | Sell |
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|
2023
Q4 | $3.77M | Buy |
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|
2023
Q3 | $3.12M | Buy |
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|
2023
Q2 | $3.64M | Buy |
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|
2023
Q1 | $2.71M | Sell |
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|
2022
Q4 | $2.92M | Sell |
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|
2022
Q3 | $2.38M | Sell |
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|
2022
Q2 | $2.56M | Buy |
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|
2022
Q1 | $3.84M | Sell |
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|
2021
Q4 | $4.67M | Sell |
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|
2021
Q3 | $5.42M | Buy |
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|
2021
Q2 | $5M | Sell |
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|
2021
Q1 | $4.11M | Sell |
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|
2020
Q4 | $4.56M | Sell |
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|
2020
Q3 | $4.23M | Buy |
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|
2020
Q2 | $3.3M | Hold |
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|
2020
Q1 | $2.87M | Sell |
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|
2019
Q4 | $3.79M | Buy |
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|
2019
Q3 | $3.44M | Sell |
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|
2019
Q2 | $3.4M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4.07M | Sell |
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|
2018
Q2 | $3.56M | Buy |
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|
2018
Q1 | $3M | Buy |
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|
2017
Q4 | $2.65M | Hold |
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|
2017
Q3 | $2.53M | Buy |
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|
2017
Q2 | $2.25M | Hold |
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|
2017
Q1 | $1.84M | Hold |
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|
2016
Q4 | $1.52M | Hold |
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|
2016
Q3 | $1.74M | Hold |
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|
2016
Q2 | $1.59M | Hold |
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|
2016
Q1 | $1.44M | Sell |
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|
2015
Q4 | $1.64M | Hold |
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|
2015
Q3 | $1.38M | Hold |
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|
2015
Q2 | $1.45M | Hold |
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|
2015
Q1 | $1.51M | Sell |
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|
2014
Q4 | $1.59M | Buy |
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|
2014
Q3 | $1.39M | Hold |
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|
2014
Q2 | $1.24M | Hold |
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|
2014
Q1 | $1.31M | Hold |
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|
2013
Q4 | $1.15M | Hold |
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|
2013
Q3 | $1.13M | Hold |
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|
2013
Q2 | $1.52M | Buy |
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